Smith System Manufacturing Company Retirement Savings Plan — Form 5500 plan (Smith System Manufacturing Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Smith System Manufacturing Company Retirement Savings Plan is a benefit plan reported by Smith System Manufacturing Company under EIN 41-1424908 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $6,288,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith System Manufacturing Company
- EIN
- 41-1424908
- Plan number
- 002
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $6,288,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241014111007NAL0045741440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,288,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,288,117
- Net assets (BOY)
- $4,626,560
Income & contributions
- Employer contributions
- $303,739
- Participant contributions
- $651,473
- Total contributions
- $1,014,866
- Total income / additions
- $1,891,307
Expenses & distributions
- Benefits paid
- $225,099
- Administrative expenses
- $2,400
- Total expenses
- $229,750
- Net increase / (decrease)
- $1,661,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,400 | $0 | 2023 |